MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.33M
3
+$2.75M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.68M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.55M

Top Sells

1
+$7.24M
2
+$6.51M
3
+$3.43M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.89M
5
FIW icon
First Trust Water ETF
FIW
+$734K

Sector Composition

1 Industrials 8.72%
2 Financials 7.73%
3 Technology 5.77%
4 Consumer Discretionary 2.66%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$575K 0.18%
6,400
-48
77
$567K 0.18%
1,837
78
$559K 0.18%
4,422
-79
79
$558K 0.18%
3,364
-93
80
$551K 0.18%
2,082
+658
81
$548K 0.18%
14,021
+2,593
82
$541K 0.17%
2,582
-495
83
$537K 0.17%
85,897
+17,681
84
$526K 0.17%
1,000
85
$519K 0.17%
5,080
+154
86
$516K 0.17%
1,179
-81
87
$514K 0.17%
4,482
+560
88
$509K 0.16%
+9,184
89
$508K 0.16%
17,967
+3,402
90
$499K 0.16%
12,048
+508
91
$497K 0.16%
9,078
+3,484
92
$496K 0.16%
15,005
+1,452
93
$493K 0.16%
3,221
+732
94
$486K 0.16%
7,187
+198
95
$473K 0.15%
3,923
+1,706
96
$473K 0.15%
4,715
+92
97
$472K 0.15%
701
+37
98
$471K 0.15%
+8,976
99
$459K 0.15%
+3,348
100
$438K 0.14%
1,432
2 3
4
5 6